Blue Chip Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Blue Chip Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$404K	Buy	2,160 +5	+0.2%	+$924	0.32%	68
2020 Q2	$370K	Buy	2,155 +12	+0.6%	+$1.94K	0.35%	67
2020 Q1	$303K	Sell	2,143 -436	-17%	-$73.7K	0.38%	63
2019 Q4	$460K	Buy	2,579 +15	+0.6%	+$2.56K	0.43%	58
2019 Q3	$422K	Hold	2,564	–	–	0.44%	59
2019 Q2	$417K	Buy	2,564 +9	+0.4%	+$1.44K	0.44%	55
2019 Q1	$402K	Sell	2,555 -327	-11%	-$49.4K	0.46%	58
2018 Q4	$400K	Buy	2,882 +350	+14%	+$52.4K	0.52%	51
2018 Q3	$409K	Buy	2,532 +7	+0.3%	+$1.11K	0.41%	61
2018 Q2	$384K	Buy	2,525 +720	+40%	+$108K	0.42%	64
2018 Q1	$265K	Buy	+1,805	New	+$274K	0.27%	81

Other funds holding IWB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return